Global TradFi & Macroeconomics

According to Jung Ui-hyun, head of ETF operations at Mirae Asset Global Investments, in an interview with Herald Business on July 9, claims that single-stock leverage ETFs are a major driver of recent market volatility are overstated. Jung stated that while rebalancing by leverage ETFs can

According to Korea Exchange, last week (July 16) shares of Hanseong Corporation, Monami, and Enex surged significantly on patriotic retail buying, with multiple stocks hitting upper daily limits. Hanseong Corporation's stock jumped 237.7% from 4,300 Korean won on July 1 to 14,520 won on July 16; Mon

According to Jin10 Futures, on Friday (July 20), CBOT corn futures rose amid uncertainty over U.S. crop prospects following an extreme heat wave in the Midwest, tensions in the Black Sea grain export region, and deteriorating European crop conditions. Crude oil futures gained 4%, providing

According to Odaily, Circle President Heath Tarbert responded this week to the company's stock decline from $260 to $62, emphasizing that the company remains focused on long-term development and executing its mission to build internet infrastructure. Tarbert highlighted that USDC, which natively

Gate News: According to the latest Gate TradFi data, SKHYNIX (SK Hynix Inc.) has dropped by 6% in a short period. Current volatility is significantly higher than recent averages, indicating increased market

According to Naver Financial, SK Hynix fell 37% in 18 trading days from its mid-month high near 3 million won. Among 295,591 investors tracked, the average entry price was 1.811 million won, with an average return of just 1.71%, putting many near breakeven as the stock approaches key support

According to Herald Economy, South Korea's fund industry recently disputed the notion that single-stock leveraged exchange-traded funds (ETFs) are the primary cause of recent market volatility. The remarks come as Samsung Electronics and SK Hynix shares experienced sharp price swings, prompting mark

According to Kobeissi Letter, the auction yield on U.S. 30-year Treasury bonds rose to 5.06% on July 20, marking the highest level since 2007. The increase pushes long-term Treasury yields above the 5% threshold, up from approximately 2% in early 2022. Rising risk-free rates are expected to increase

According to Korea Financial Supervisory Service filings on July 20, Alutec, the largest shareholder of KOSDAQ-listed KPTYU, launched a tender offer for 1 million shares (17.46% stake) at 4,000 won per share. Local media reported that internal company funds were traced flowing to the shareholder's s

Samsung Securities analyst Shin Seung-jin released a weekly investment strategy report on the 20th recommending investors consider additional purchases of AI-leading stocks following recent market corrections. The KOSPI index fell approximately 25% from its peak over the past month, driven by

Kiwoom Securities raised the target price for TES, a semiconductor equipment company, from 62,000 won to 250,000 won, a 303% increase, and maintained its 'buy' rating on the 20th. The adjustment reflects anticipated accelerated memory facility investments by Samsung Electronics and SK Hynix.

According to Hana Securities analyst research on July 20, SK Hynix stock has fallen 43% to 2022 crisis levels, despite resilient underlying market fundamentals. DRAM spot prices rose 2% week-over-week and 7% month-over-month, while DRAM-focused ETFs saw inflows of $4.5

According to Kiwoong Securities, the brokerage raised semiconductor equipment maker Tes' target price to 250,000 Korean won on July 20, up 303% from the previous target of 62,000 won. The stock was trading at 194,300 won as of the previous close. Analyst Park Yu-ak attributed the upgrade to

According to Zhitong Caijing, Aodong New Energy filed with the Hong Kong Stock Exchange main board on July 19, with Zhaoyin International as sole sponsor. The company is the third-largest battery-swapping operator in China by 2025 revenues from battery-swapping station operation services,

According to Chosun Biz, South Korea's KOSDAQ-listed NQ Chem announced on July 19 that its subsidiary NQ Chem America will undergo a reverse merger with Merger Sub, Inc., a newly formed subsidiary of NASDAQ-listed THE GROWHUB LIMITED. Under the transaction structure, NQ Chem will become a

According to Kobeissi Letter data, leveraged semiconductor ETF assets fell to $100 billion on July 20 from a June peak of approximately $163 billion, representing a 39% decline. Semiconductor ETFs accounted for roughly 63% of all U.S. leveraged ETF outflows during

Hanwha Asset Management ETF Strategy Team leader Lee Su-jin announced on the 20th the team's expansion from 5 to 8 members and plans to launch new active ETF products in the second half. Lee, who joined Hanwha Asset Management last month, leads the team responsible for 'PLUS' ETF research and active

Hanwha Asset Management is expanding its ETF strategy team from five to eight members as the Korean exchange-traded fund market approaches 500 trillion won in assets. Lee Su-jin, who joined the firm last month to lead the ETF strategy team, oversees research and active product management under the

According to Yonhap Infomax, on July 20, TSMC raised its 2026 capital expenditure guidance to $60–64 billion, up from previous forecasts, as artificial intelligence demand drives expansion. The company allocated 70–80% to advanced process technologies and 10–20% to advanced packaging and testing. TS

According to Yonhapinfomax, Hana Asset Management expanded its ETF strategy team from 5 to 8 members on July 20, as the company moves to strengthen active ETF capabilities. The expansion aligns with South Korea's recent regulatory easing that exempts active ETFs from correlation coefficient